yodlee-core-apis

name	yodlee-core-apis
description	Yodlee Core APIs API skill. Use when working with Yodlee Core APIs for transactions, cobrand, dataExtracts. Covers 70 endpoints.
version	1.0.0
generator	lapsh

Yodlee Core APIs

API version: 1.1.0

Auth

Requires API key (key parameter)

Base URL

/

Setup

1. Include your API key via the key parameter
2. GET /transactions -- verify access
3. POST /cobrand/login -- create first login

Endpoints

70 endpoints across 15 groups. See references/api-spec.lap for full details.

transactions

Method	Path	Description
GET	/transactions	Get Transactions
PUT	/transactions/categories/rules/{ruleId}	Update Transaction Categorization Rule
POST	/transactions/categories/rules/{ruleId}	Run Transaction Categorization Rule
DELETE	/transactions/categories/rules/{ruleId}	Delete Transaction Categorization Rule
GET	/transactions/count	Get Transactions Count
GET	/transactions/categories/txnRules	Get Transaction Categorization Rules
DELETE	/transactions/categories/{categoryId}	Delete Category
GET	/transactions/categories	Get Transaction Category List
PUT	/transactions/categories	Update Category
POST	/transactions/categories	Create Category
GET	/transactions/categories/rules	Get Transaction Categorization Rules
POST	/transactions/categories/rules	Create or Run Transaction Categorization Rule
PUT	/transactions/{transactionId}	Update Transaction

cobrand

Method	Path	Description
POST	/cobrand/login	Cobrand Login
PUT	/cobrand/config/notifications/events/{eventName}	Update Subscription
POST	/cobrand/config/notifications/events/{eventName}	Subscribe Event
DELETE	/cobrand/config/notifications/events/{eventName}	Delete Subscription
POST	/cobrand/logout	Cobrand Logout
GET	/cobrand/config/notifications/events	Get Subscribed Events
GET	/cobrand/publicKey	Get Public Key

dataExtracts

Method	Path	Description
GET	/dataExtracts/userData	Get userData
GET	/dataExtracts/events	Get Events

providers

Method	Path	Description
GET	/providers	Get Providers
GET	/providers/{providerId}	Get Provider Details
GET	/providers/count	Get Providers Count

configs

Method	Path	Description
GET	/configs/notifications/events	Get Subscribed Notification Events
GET	/configs/publicKey	Get Public Key
PUT	/configs/notifications/events/{eventName}	Update Notification Subscription
POST	/configs/notifications/events/{eventName}	Subscribe For Notification Event
DELETE	/configs/notifications/events/{eventName}	Delete Notification Subscription

derived

Method	Path	Description
GET	/derived/networth	Get Networth Summary
GET	/derived/transactionSummary	Get Transaction Summary
GET	/derived/holdingSummary	Get Holding Summary

user

Method	Path	Description
POST	/user/samlLogin	Saml Login
GET	/user/accessTokens	Get Access Tokens
GET	/user	Get User Details
PUT	/user	Update User Details
DELETE	/user/unregister	Delete User
POST	/user/register	Register User
POST	/user/logout	User Logout

documents

Method	Path	Description
GET	/documents/{documentId}	Download a Document
DELETE	/documents/{documentId}	Delete Document
GET	/documents	Get Documents

providerAccounts

Method	Path	Description
PUT	/providerAccounts/{providerAccountId}/preferences	Update Preferences
GET	/providerAccounts/{providerAccountId}	Get Provider Account Details
DELETE	/providerAccounts/{providerAccountId}	Delete Provider Account
GET	/providerAccounts	Get Provider Accounts
PUT	/providerAccounts	Update Account
GET	/providerAccounts/profile	Get User Profile Details

auth

Method	Path	Description
POST	/auth/token	Generate Access Token
DELETE	/auth/token	Delete Token
DELETE	/auth/apiKey/{key}	Delete API Key
GET	/auth/apiKey	Get API Keys
POST	/auth/apiKey	Generate API Key

accounts

Method	Path	Description
GET	/accounts	Get Accounts
POST	/accounts	Add Manual Account
POST	/accounts/evaluateAddress	Evaluate Address
GET	/accounts/{accountId}	Get Account Details
PUT	/accounts/{accountId}	Update Account
DELETE	/accounts/{accountId}	Delete Account
GET	/accounts/historicalBalances	Get Historical Balances

holdings

Method	Path	Description
GET	/holdings/assetClassificationList	Get Asset Classification List
GET	/holdings/securities	Get Security Details
GET	/holdings	Get Holdings
GET	/holdings/holdingTypeList	Get Holding Type List

verifyAccount

Method	Path	Description
POST	/verifyAccount/{providerAccountId}	Verify Accounts Using Transactions

verification

Method	Path	Description
GET	/verification	Get Verification Status
PUT	/verification	Verify Challenge Deposit
POST	/verification	Initiaite Matching Service and Challenge Deposit

statements

Method	Path	Description
GET	/statements	Get Statements

Common Questions

Match user requests to endpoints in references/api-spec.lap. Key patterns:

• "List all transactions?" -> GET /transactions
• "Create a login?" -> POST /cobrand/login
• "List all userData?" -> GET /dataExtracts/userData
• "List all providers?" -> GET /providers
• "Get provider details?" -> GET /providers/{providerId}
• "Update a event?" -> PUT /cobrand/config/notifications/events/{eventName}
• "Delete a event?" -> DELETE /cobrand/config/notifications/events/{eventName}
• "List all events?" -> GET /configs/notifications/events
• "List all count?" -> GET /providers/count
• "List all networth?" -> GET /derived/networth
• "Create a samlLogin?" -> POST /user/samlLogin
• "Update a rule?" -> PUT /transactions/categories/rules/{ruleId}
• "Delete a rule?" -> DELETE /transactions/categories/rules/{ruleId}
• "Get document details?" -> GET /documents/{documentId}
• "Delete a document?" -> DELETE /documents/{documentId}
• "List all accessTokens?" -> GET /user/accessTokens
• "Create a logout?" -> POST /cobrand/logout
• "Create a token?" -> POST /auth/token
• "List all user?" -> GET /user
• "Get providerAccount details?" -> GET /providerAccounts/{providerAccountId}
• "Delete a providerAccount?" -> DELETE /providerAccounts/{providerAccountId}
• "List all accounts?" -> GET /accounts
• "Create a account?" -> POST /accounts
• "List all assetClassificationList?" -> GET /holdings/assetClassificationList
• "List all publicKey?" -> GET /configs/publicKey
• "Delete a apiKey?" -> DELETE /auth/apiKey/{key}
• "List all providerAccounts?" -> GET /providerAccounts
• "List all count?" -> GET /transactions/count
• "List all transactionSummary?" -> GET /derived/transactionSummary
• "List all txnRules?" -> GET /transactions/categories/txnRules
• "Delete a category?" -> DELETE /transactions/categories/{categoryId}
• "List all documents?" -> GET /documents
• "Create a evaluateAddress?" -> POST /accounts/evaluateAddress
• "Get account details?" -> GET /accounts/{accountId}
• "Update a account?" -> PUT /accounts/{accountId}
• "Delete a account?" -> DELETE /accounts/{accountId}
• "List all historicalBalances?" -> GET /accounts/historicalBalances
• "Create a register?" -> POST /user/register
• "List all profile?" -> GET /providerAccounts/profile
• "List all verification?" -> GET /verification
• "Create a verification?" -> POST /verification
• "List all securities?" -> GET /holdings/securities

Response Tips

• Check response schemas in references/api-spec.lap for field details
• Create/update endpoints typically return the created/updated object

References

• Full spec: See references/api-spec.lap for complete endpoint details, parameter tables, and response schemas

Generated from the official API spec by LAP